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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

Incorporated firms — often large asset managers and corporate platforms (e.g. Vanguard Group), not solo adviser teams.

8,504 advisers found

Corporate platformCorporationWebsite listed

RBC GLOBAL ASSET MANAGEMENT (UK) LIMITED

London

AUM

$178.01B

Single-office firm
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

123 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED

London

AUM

$174.54B

Single-office firm
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

97 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BLACKROCK CAPITAL MANAGEMENT, INC.

Wilmington, DE

AUM

$172.62B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

75 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

JPMORGAN ASSET MANAGEMENT (ASIA PACIFIC) LIMITED

Hong Kong

AUM

$169.62B

Single-office firm
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

62 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

CIBC GLOBAL ASSET MANAGEMENT

Toronto, On, CA

AUM

$162.84B

Licensed in CA, MA, NY +3 states
CAMANYTXNHFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

333 advisors

Clients

101-250

Fees

Percentage of AUM; Performance-based fees

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Corporate platformCorporationWebsite listed

MACQUARIE INVESTMENT MANAGEMENT GLOBAL LIMITED

Sydney

AUM

$160.25B

Single-office firm
Wealth MgmtInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

73 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

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Corporate platformCorporationWebsite listed

SANTANDER ASSET MANAGEMENT SA SGIIC

Madrid

AUM

$159.86B

Single-office firm
Wealth MgmtRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

118 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

PAYDEN & RYGEL

Los Angeles, CA

AUM

$158.23B

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

122 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

HSBC GLOBAL ASSET MANAGEMENT (USA) INC.

New York, NY

AUM

$156.56B

Licensed in AL, CA, CO +9 states
ALCACODEILLA+6
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

65 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

IFM INVESTORS PTY LTD

Melbourne

AUM

$152.93B

Single-office firm
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

183 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

AON INVESTMENTS USA INC.

Chicago, IL

AUM

$150.99B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

248 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

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Corporate platformCorporationWebsite listed

SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC

New York, NY

AUM

$150.40B

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

110 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BAILLIE GIFFORD OVERSEAS LTD

Edinburgh, AL

AUM

$144.00B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

144 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED

Hong Kong, AL

AUM

$140.25B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

108 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

PRIMECAP MANAGEMENT CO

Pasadena, CA

AUM

$139.34B

Licensed in CA
CA
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

22 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Fairfield, IA

AUM

$138.69B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3496 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +3 more

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Corporate platformCorporationWebsite listed

INCOME RESEARCH + MANAGEMENT

Boston, MA

AUM

$130.65B

Licensed in AL, AK, AZ +47 states
ALAKAZARCACO+44
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

63 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

VAN ECK ASSOCIATES CORP.

New York, NY

AUM

$125.61B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

46 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HARTFORD INVESTMENT MANAGEMENT COMPANY

Hartford, CT

AUM

$123.58B

Licensed in TX, CT
TXCT
Wealth MgmtRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

122 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

BOSTON PARTNERS

Boston, MA

AUM

$116.17B

Licensed in AZ, CA, DE +17 states
AZCADEILINMD+14
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

59 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MFS INSTITUTIONAL ADVISORS INC.

Boston, MA

AUM

$113.59B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

327 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

NEW ENGLAND ASSET MANAGEMENT, INC.

Farmington, CT

AUM

$111.72B

Licensed in CA, IL, LA +3 states
CAILLANVTXCT
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

56 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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